AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 46 filers reported holding AMERICAN CENTY ETF TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $11,228,246 | +16.5% | 195,614 | +15.8% | 1.87% | +3.6% |
| Q1 2023 | $9,635,395 | +21.5% | 168,954 | +13.3% | 1.80% | +10.0% |
| Q4 2022 | $7,932,754 | +16.5% | 149,140 | -0.1% | 1.64% | +20.5% |
| Q3 2022 | $6,810,000 | +3.3% | 149,269 | +15.4% | 1.36% | +9.7% |
| Q2 2022 | $6,590,000 | -2.9% | 129,323 | +15.0% | 1.24% | +14.4% |
| Q1 2022 | $6,786,000 | +9.7% | 112,473 | +15.2% | 1.09% | +19.7% |
| Q4 2021 | $6,188,000 | +17.6% | 97,623 | +15.9% | 0.91% | +11.4% |
| Q3 2021 | $5,264,000 | +14.2% | 84,231 | +15.1% | 0.81% | +10.9% |
| Q2 2021 | $4,609,000 | +602.6% | 73,206 | +575.6% | 0.73% | +511.7% |
| Q1 2021 | $656,000 | – | 10,835 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BCR Wealth Strategies, LLC | 276,399 | $14,085,000 | 14.56% |
| Waypoint Wealth Partners Inc. | 727,671 | $37,082,000 | 14.22% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 505,594 | $25,765,000 | 12.59% |
| Waypoint Capital Advisors, LLC | 532,250 | $27,123,000 | 12.31% |
| Versant Capital Management, Inc | 589,223 | $30,027,000 | 11.00% |
| ESL Trust Services, LLC | 619,793 | $31,585,000 | 10.92% |
| GREENUP STREET WEALTH MANAGEMENT LLC | 431,746 | $22,002,000 | 10.36% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,503,240 | $76,605,089,000 | 8.33% |
| Henrickson Nauta Wealth Advisors, Inc. | 165,200 | $8,419,000 | 7.70% |
| Rockwood Wealth Management, LLC | 265,016 | $13,505,196 | 6.32% |